linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Joseph Colarossi

Franklin Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Joseph Colarossi

Jason Colarossi is a financial professional with over 20 years of experience in the industry. Jason currently works for Franklin Distributors, LLC. Jason is licensed in 53 states and holds a Series 7, 6, 24 and 66 licenses.

Firm Information

Jason Colarossi is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Colarossi’s Registration & Firm History

FL

07/07/2021 - Present

Franklin Distributors, LLC (St. Petersburg FL)

FL

06/17/2016 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)

FL

06/04/2014 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)

NY

01/03/2011 - 04/23/2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

05/18/2007 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

MA

04/29/2005 - 04/26/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)

SC

05/12/2003 - 05/03/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MA

06/09/1997 - 03/10/2003

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

Not sure if Jason Joseph Colarossi is right for you?

Licenses & Designations

BOTH

Issued 12/05/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/06/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Joseph Colarossi.
Not sure if Jason Joseph Colarossi is right for you?